Purchases and Sales Made in Q2 2024 in Vanguard Specialized Funds Van (VNQ)
This table provides information about the institutional ownership of Vanguard Specialized Funds Van (VNQ) during Q2 2024. The information is specifically focused on institutions that hold shares of VANGUARD SPECIALIZED FUNDS VAN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-547- 12.54% |
$43K - $47K
|
3.81K
$326K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-553- 1.37% |
$43.5K - $47.5K
|
39.8K
$3.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-559- 9.32% |
$43.9K - $48.1K
|
5.44K
$466K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-566- 4.92% |
$44.5K - $48.7K
|
10.9K
$936K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-567- 36.09% |
$44.6K - $48.7K
|
1K
$85.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-567- 1.46% |
$44.6K - $48.7K
|
38.2K
$3.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-569- 61.98% |
$44.7K - $48.9K
|
349
$29.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-580- 12.16% |
$45.6K - $49.9K
|
4.19K
$358K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-585- 6.5% |
$46K - $50.3K
|
8.42K
$720K
|
|
|
Jul 25, 2024
Q2 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-590- 0.56% |
$46.4K - $50.7K
|
104K
$8.94M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-592- 14.81% |
$46.5K - $50.9K
|
3.41K
$291K
|
|
|
Jul 25, 2024
Q2 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-596- 9.6% |
$46.9K - $51.2K
|
5.61K
$480K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-599- 4.05% |
$47.1K - $51.5K
|
14.2K
$1.21M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-600- 7.61% |
$47.2K - $51.6K
|
7.29K
$623K
|
|
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
SELL
|
- |
-600- 10.47% |
$47.2K - $51.6K
|
5.13K
$439K
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-600- 8.2% |
$47.2K - $51.6K
|
6.72K
$575K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-600- 10.08% |
$47.2K - $51.6K
|
5.35K
$458K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-601- 2.56% |
$47.2K - $51.7K
|
22.9K
$1.96M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-604- 6.25% |
$47.5K - $51.9K
|
9.06K
$775K
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-611- 5.0% |
$48K - $52.5K
|
11.6K
$993K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-619- 8.7% |
$48.7K - $53.2K
|
6.49K
$555K
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-621- 1.25% |
$48.8K - $53.4K
|
49.1K
$4.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-623- 6.33% |
$49K - $53.6K
|
9.22K
$789K
|
|
|
Aug 12, 2024
Q2 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-625- 7.43% |
$49.1K - $53.7K
|
7.79K
$666K
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-632- 10.81% |
$49.7K - $54.3K
|
5.21K
$446K
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-632- 3.53% |
$49.7K - $54.3K
|
17.3K
$1.48M
|
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-633- 1.0% |
$49.8K - $54.4K
|
62.4K
$5.34M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-633- 13.9% |
$49.8K - $54.4K
|
3.92K
$335K
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-636- 11.22% |
$50K - $54.7K
|
5.03K
$430K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-637- 4.56% |
$50.1K - $54.8K
|
13.3K
$1.14M
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-659- 0.48% |
$51.8K - $56.7K
|
137K
$11.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-665- 6.42% |
$52.3K - $57.2K
|
9.69K
$829K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
SELL
|
- |
-668- 8.5% |
$52.5K - $57.4K
|
7.2K
$616K
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
SELL
|
- |
-670- 2.25% |
$52.7K - $57.6K
|
29.1K
$2.49M
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-672- 4.16% |
$52.8K - $57.8K
|
15.5K
$1.32M
|
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-673- 17.1% |
$52.9K - $57.9K
|
3.26K
$279K
|
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-682- 15.52% |
$53.6K - $58.6K
|
3.71K
$318K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-692- 7.76% |
$54.4K - $59.5K
|
8.23K
$704K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-693- 3.37% |
$54.5K - $59.6K
|
19.9K
$1.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-693- 6.17% |
$54.5K - $59.6K
|
10.5K
$901K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-701- 11.3% |
$55.1K - $60.3K
|
5.5K
$471K
|
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
SELL
|
- |
-702- 12.41% |
$55.2K - $60.4K
|
4.96K
$424K
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-704- 5.33% |
$55.3K - $60.5K
|
12.5K
$1.07M
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-708- 5.71% |
$55.7K - $60.9K
|
11.7K
$1M
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-715- 7.38% |
$56.2K - $61.5K
|
8.98K
$768K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-725- 0.96% |
$57K - $62.3K
|
75K
$6.42M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-742- 9.17% |
$58.3K - $63.8K
|
7.35K
$629K
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-748- 3.17% |
$58.8K - $64.3K
|
22.9K
$1.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-760- 11.11% |
$59.7K - $65.3K
|
6.08K
$520K
|
|
|
Jul 26, 2024
Q2 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-761- 4.32% |
$59.8K - $65.4K
|
16.9K
$1.44M
|